See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,055 | $165,335-23.2% | $149,696-15.1% | $158,922-20.1% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 6.51% | 348.15%-341.6pp | 276.60%-270.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $2,246 | $5,103-56.0% | $4,644-51.6% | $4,761-52.8% |
| Participant deferral / active EE | $2,553 | $7,181-64.4% | $6,842-62.7% | $5,982-57.3% |
| Admin fee / account holder | $1,028 | $10,807-90.5% | $9,309-89.0% | $11,246-90.9% |